Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADOIX (ACM DYNAMIC OPPORTUNITY FUND ACM DYNAMIC OPPORTUNITY FUND CLASS I SHARES) | 12.44% | 24.70% | 16.92% | 5.85% | 7.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADOIX (ACM DYNAMIC OPPORTUNITY FUND ACM DYNAMIC OPPORTUNITY FUND CLASS I SHARES) | 01/20/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 24.70 | 16.92 | 5.85 | 7.11 | NA | NA | … | … | 12.44 | 10.02 | 20.44 | 6.71 | -12.83 | 0.95 | 22.46 | 2.36 | -0.97 | 17.86 | -4.67 | 5.73 |
| Sharpe Ratio | NA | 1.87 | 1.10 | 0.31 | 0.51 | NA | NA | … | … | 2.12 | 0.49 | 1.33 | 0.43 | -2.00 | 0.08 | 1.56 | 0.10 | -0.23 | 2.18 | -0.58 | 0.65 |
| Standard Deviation(%) | NA | 12.89 | 12.80 | 11.19 | 10.87 | NA | NA | … | … | 14.64 | 14.49 | 12.65 | 7.16 | 7.15 | 11.49 | 14.15 | 8.78 | 10.36 | 7.94 | 8.38 | 9.27 |
| Draw Down(%) | NA | 9.15 | 15.36 | 21.61 | 21.99 | NA | NA | … | … | 6.21 | 14.75 | 8.93 | 6.57 | 13.17 | 9.28 | 14.75 | 10.49 | 10.07 | 2.96 | 6.49 | 5.39 |
| Yield(%) | 0.00 | 3.08 | 9.22 | 5.67 | 4.75 | 3.28 | 2.46 | … | … | 0.00 | 3.05 | 21.96 | 1.39 | 5.37 | 2.37 | 5.05 | 0.36 | 0.97 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOIX (ACM DYNAMIC OPPORTUNITY FUND ACM DYNAMIC OPPORTUNITY FUND CLASS I SHARES) |
-2.08%
Dec 2020 – Dec 2023 |
0.37%
Sep 2018 – Sep 2023 |
3.73%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOIX (ACM DYNAMIC OPPORTUNITY FUND ACM DYNAMIC OPPORTUNITY FUND CLASS I SHARES) |
17.43%
May 2023 – May 2026 |
9.21%
Oct 2016 – Oct 2021 |
7.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
